+56.8%
DOW vs LPLA
-23.1%
+79.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +1.9% |
| 7D | +3.7% | -2.8% | +6.4% | +3.7% |
| 30D | +16.3% | -10.2% | +26.4% | +16.7% |
| 3M | +9.7% | -22.3% | +32.0% | +10.9% |
| 6M | -14.1% | -0.5% | -13.6% | -14.9% |
| YTD | +46.6% | -17.9% | +64.5% | +51.7% |
| 1Y | +56.8% | -22.0% | +78.9% | +68.3% |
| All | +56.8% | -23.1% | +79.9% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling